We are live on ! Find out more
SDOG icon

ALPS Sector Dividend Dogs ETF

150 hedge funds and large institutions have $449M invested in ALPS Sector Dividend Dogs ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

17% more capital invested

Capital invested by funds: $383M → $449M (+$65.8M)

9% more funds holding

Funds holding: 138150 (+12)

0.74% more ownership

Funds ownership: 35.23%35.97% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
150
Holders Change
+12
Holders Change %
+8.7%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
41
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$90.4M +$7.58M +150,393 +9%
Bank of America
2
Bank of America
North Carolina
$79.2M -$1.58M -31,310 -2%
Wells Fargo
3
Wells Fargo
California
$55.2M +$1.13M +22,392 +2%
UBS Group
4
UBS Group
Switzerland
$27.5M +$3.27M +64,875 +14%
DSCM
5
Del-Sette Capital Management
New York
$27.3M +$8.92M +176,939 +50%
UCFA
6
United Capital Financial Advisors
Texas
$17.2M +$417K +8,280 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.1M -$2.14M -42,544 -12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15.7M +$323K +6,414 +2%
LPL Financial
9
LPL Financial
California
$10.1M -$2.62M -52,088 -21%
RJA
10
Raymond James & Associates
Florida
$9.26M +$3.6M +71,513 +66%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.95M -$217K -4,299 -2%
Ameriprise
12
Ameriprise
Minnesota
$8.66M -$228K -4,530 -3%
MFG
13
MTM Financial Group
Pennsylvania
$8.55M -$30.9K -613 -0.4%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$8.48M -$270K -5,368 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.03M -$606K -12,018 -13%
Stifel Financial
16
Stifel Financial
Missouri
$3.28M +$1.4M +27,787 +77%
JPLA
17
Joseph P. Lucia & Associates
New York
$1.93M +$157K +3,122 +9%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.92M +$48.6K +965 +3%
LWAC
19
Laurel Wealth Advisors (California)
California
$1.87M +$3.38K +67 +0.2%
CFA
20
Cahill Financial Advisors
Minnesota
$1.74M +$42.4K +841 +3%
DWMG
21
DB Wealth Management Group
California
$1.69M -$142K -2,815 -8%
SPIA
22
Steward Partners Investment Advisory
New York
$1.69M -$42.6K -845 -3%
MCC
23
Money Concepts Capital
Florida
$1.63M +$54.2K +1,075 +4%
Mariner
24
Mariner
Kansas
$1.6M -$8.52K -169 -0.5%
PA
25
PFG Advisors
Arizona
$1.57M -$108K -2,150 -7%

SDOG Hedge Fund Activity: Q4 2022 in Review

150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ALPS Sector Dividend Dogs ETF (SDOG) for Q4 2022, worth a combined $449M — up 17% from $383M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SDOG positions and 10 closed out — a net gain of 13 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Del-Sette Capital Management, adding an estimated $8.92M. The largest seller was LPL Financial, cutting an estimated $2.62M.

  • 150 institutional investors held ALPS Sector Dividend Dogs ETF (SDOG) as of Q4 2022, up from 138 in Q3 2022.
  • Funds reported $449M of ALPS Sector Dividend Dogs ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 23 funds opened new ALPS Sector Dividend Dogs ETF positions in Q4 2022 and 10 closed out, a net change of +13 holders.
  • The largest ALPS Sector Dividend Dogs ETF buyer in Q4 2022 was Del-Sette Capital Management, an estimated $8.92M added.
  • The largest ALPS Sector Dividend Dogs ETF seller in Q4 2022 was LPL Financial, an estimated $2.62M sold.

Based on aggregated 13F filings for Q4 2022.